Adam Gould is a CFP-designated registered investment advisor at Dogpatch Wealth, based in San Francisco, CA, with 17 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management. Their firm serves 123 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.60% |
Fees negotiable for accounts above $20,000,001.
Fee Estimator
Location
2339 3rd Street, #41, San Francisco, CA, 94107-3137
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Adam is the owner/operator of Dogpatch Capital, LLC, a California-registered RIA, since 2013. He dedicates full-time hours to financial planning and investment management.
Employment History
Current Registrations
Dogpatch Wealth
Previous Registrations
Boustead Securities, LLCBroker
Growth Capital Services, INC.Broker
Emerson Equity LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Barclays Capital INC.
Barclays Capital INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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